retreve the previous data

Posted by clga29261 on 27-Feb-2015 00:32

when creating a new record, is there a way to give the previous data as a base from which to start off on and then change. A sort of "save as" option?

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Posted by Santosh Patel on 27-Feb-2015 03:22

There is an option to Clone records. Goto Edit or View Details page of an existing records -> More Actions -> Clone Record. All data from the selected record will be pre-filled. Saving this cloned record will create a new record with those values. Here is the documentation link

For standard values for a new record you can utilize the record template functionality. Allows you to select an existing record as a base for new records. See more details here

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